Marsha DunbarCRD Number: 1027969
Current Firm: Raymond James Financial Services Advisors, Inc.
Marsha Dunbar (CRD# 1027969) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springdale, AR and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Raymond James Financial Services||Springdale, AR||Jul 2008 - Current||9|
|Holliday American Mortgage||Fayetteville, AR||Jul 2008 - Current||9|
|Anb Financial Services||Fayetteville, AR||Aug 2002 - Jul 2008||5|
|On-call Staffing||Rogers, AR||May 2008 - Jun 2008||< 1|
|Uvest Investment Services||Charlotte, NC||Mar 2001 - May 2008||7|
|Arkansas National Bank||Bentonville, AR||Jan 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV